At Pinnacle, our goal is to create an atmosphere where people can become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and excellent. For us, it starts with hiring the right people.
- We hire like-minded people who share our values of Integrity, Fairness, Learning, Results, Partnership, Balance, and Discipline.
- We hire experienced professionals who understand the industry and provide effective advice.
- We hire candidates who demonstrate a passion for client service. People who understand that distinctive service is more than smiling and being friendly - it's about creating a client experience that is unmatched.
But attracting the right people is only half the battle. We have to ensure that every associate understands their actions affect the outcomes of the firm. Our Position Descriptions are not designed to list every aspect of a position but to serve as a general overview.
SUMMARY OF POSITION: A Finance Specialist should demonstrate commitment to delivering distinctive service. This position will be required to interact with a number of intra-and inter-bank clients on a daily basis. PRIMARY RESPONSIBILITIES:
- Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings).
- Meet all the client's financial needs, both business and personal, and refers clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate.
- Assist other team members as needed to ensure delivery of distinctive service.
- Accounts payable primary functions: review all invoices for appropriate documentation and approval prior to payment, sort and distribute incoming mail, process check requests, process payments and mail checks/ACH notices, and match invoices to checks and file/scan documentation appropriately.
- Perform 1099 maintenance and production of annual 1099 mailings to vendors.
- Assist with month-end close process including various reconciliations.
- Respond to vendor inquiries, research and correct discrepancies.
- Assist with other projects as needed.
Description of Experience, Education and Training:
- High School Graduate - Some College Preferred
- Minimum of 10 years' experience in banking preferably in accounts payable, accounting, or reconciliations.
- Proficient with Microsoft Office (Word, Excel and PowerPoint).
Description of Capabilities, Physical Requirements and Abilities:
- Detail oriented with excellent interpersonal skills.
- Strong analytical skills required.
- Ability to work independently and prioritize daily tasks.
- Excellent verbal and written communication skills.
- Excellent client service skills. Tact and diplomacy in dealing with both clients and associates.
- The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp.
Position Status: Non-Exempt Date: 01.10.2021 Pinnacle provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran's status, genetic information, or any other status protected by federal, state or local law or ordinance. |
Pinnacle Bank
May 15, 2026